Edge Advisors’s BP BP Stock Holding History

Edge Advisors’s Portfolio BP Stock Details BP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	$16.2M	Buy	376,022 +124,036	+49%	+$5.21M	1.44%	10
2018 Q1	$9.49M	Buy	251,986 +140,094	+125%	+$5.28M	0.89%	22
2017 Q4	$4.3M	Sell	111,892 -1,923	-2%	-$69.7K	0.42%	63
2017 Q3	$3.94M	Sell	113,815 -162,902	-59%	-$5.18M	0.43%	63
2017 Q2	$8.5M	Buy	276,717 +8,038	+3%	+$250K	0.97%	18
2017 Q1	$8.09M	Buy	268,679 +10,487	+4%	+$319K	0.99%	20
2016 Q4	$8.27M	Buy	+258,192	New	+$7.77M	1.06%	11

Other funds holding BP

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Edge Advisors's BP Position: Q2 2018 in Review

Edge Advisors increased its BP (BP) stake by 49% in Q2 2018, buying an estimated $5.21M and bringing the position to 376,022 shares worth $16.2M. The position accounts for 1.44% of the portfolio, ranked #10.

Edge Advisors first reported a position in BP in Q4 2016 and has held it in 7 quarters since. 1,039 funds tracked by Wall St. Rank hold BP as of Q2 2018.

Edge Advisors held 376,022 shares of BP worth $16.2M as of Q2 2018.
Edge Advisors bought 124,036 BP shares in Q2 2018, an estimated $5.21M.
BP made up 1.44% of Edge Advisors's portfolio in Q2 2018, its #10 holding.
Edge Advisors first reported a position in BP in Q4 2016 and has held it in 7 quarters since.
1,039 funds tracked by Wall St. Rank held BP as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.